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Manager Profile

Zeller Kern Private Wealth Management Inc.
Steven Zeller
11335 Gold Express Drive Suite 155
Rancho Cordova, CA 95630
phone: (916) 436-8270
fax: (916) 436-8280
toll free: 866-536-6131
email:
Manager Overview
Comprehensive Wealth Management Investment Portfolio Management
Experience & Disclosure
My CRD Number: 2675922
Firm CRD Number: 144913
Work Experience: Before co-founding Zeller Kern in 2007, Steve served as Vice President of Investments at A.G. Edwards, where he practiced wealth advisement and investment management for 13 years.
Academic Background: B.S., B.A.degrees from the Sam Walton School of Business, University of Arkansas, 1987.
Services
Types of Investments: Providing investment portfolio management for select individuals, institutions, foundations and endowments.
Qualifications
Certifications, Accreditations and Designations: Steve holds his series 7, series 31, series 63, and series 65 licenses. Steven Zeller is a CERTIFIED FINANCIAL PLANNER™ professional.
Number of Advisors in Office: 5
Advisor's Number of Clients: 100
Assets Managed by Advisor: 71 million
Compensation
New Client Minimum Portfolio Size: 400,000
Fee: 1.25% or less
Money Manager Articles
Creating An Ethical Will - 05/07/2009
Prepared by: Steven Zeller
Created on: 04/14/2009 1:01 pm est
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